Clarzo.ai summarizes, simplifies, and strategizes your entire investment journey. It educates you on risk vs. return dynamically — and tells you exactly what to do next.
Your money is scattered across Zerodha, Groww, CAMS, bank accounts, PPF, EPF, and even your parents' portfolios. Clarzo.ai pulls it all together using AI to parse and unify your complete financial footprint.
No financial jargon. Clarzo tells you exactly how your money is performing — last month, last year, and compared to the market. Clear, honest, actionable. Categorized by asset class, risk level, sector exposure, goal alignment, and time horizon.
Ask any question about your portfolio — in plain language. "What's my best performing asset?" "Am I too exposed to small caps?" "How much did I invest in tech sector last year?" Get instant, personalized answers powered by an LLM with custom-trained financial ontology.
Clarzo detects when your portfolio drifts from your ideal allocation and guides you back — for risk control and consistent growth. Based on your age, goals, and volatility preference.
Connect your bank accounts and see the full picture — not just what you invest, but what you spend. Category-wise analysis, net credit/debit flow, month-wise and week-wise breakdowns.
Align your investments with life goals — retirement, home purchase, kids' education, vehicle. Track progress and stay on course. Clarzo maps your existing investments to your future plans.
In India, money decisions are never just yours. Combine household investments — yours, your spouse's, your parents' — for a complete family net worth picture. Joint financial planning, the way it should be.
Sometimes you need more than AI. Clarzo connects you with certified financial planners for personalized strategies you can truly rely on. One-on-one video consultations for the decisions that matter most.
From portfolio tracking to tax planning — here's everything Clarzo.ai offers.
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